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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$14.48 +0.02 (+0.10%)
Closing price 03:57 PM Eastern
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$14.48 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$86.60M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$45.42M
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Skip Chart & View Institutional Buying and Selling Data

DBL Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2026Aviance Capital Partners LLC95,072$1.39M0.2%+6.2%0.000%
5/6/2026 Independent Financial Group LLC67,275$982K0.0%N/A0.000%
5/5/2026 Journey Advisory Group LLC173,374$2.53M0.2%+1.1%0.000%
5/1/2026 Fifth Third Bancorp3,750$55K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors7,377$108K0.0%N/A0.000%
4/28/2026 Berger Financial Group Inc105,664$1.54M0.1%-2.1%0.000%
4/22/2026 Absolute Investment Advisers LLC193,182$2.82M0.3%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC206,395$3.01M0.0%-12.6%0.000%
4/21/2026 Maridea Wealth Management LLC12,156$177K0.0%N/A0.000%
4/20/2026 Kercheville Advisors LLC11,897$174K0.1%-5.6%0.000%
3/17/2026Rockefeller Capital Management L.P.42,761$652K0.0%+66.9%0.000%
2/19/2026Invesco Ltd.156,062$2.38M0.0%-4.9%0.000%
2/18/2026Papamarkou Wellner Asset Management inc.10,500$160K0.1%N/A0.000%
2/18/2026Readystate Asset Management LP14,697$224K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC187,757$2.86M0.0%-1.8%0.000%
2/17/2026Cetera Investment Advisers17,113$261K0.0%+43.9%0.000%
2/17/2026Osaic Holdings Inc.17,593$268K0.0%-24.8%0.000%
2/17/2026Royal Bank of Canada306,202$4.67M0.0%+20.2%0.000%
2/16/2026Apriem Advisors24,110$368K0.0%+19.9%0.000%
2/13/2026 Kestra Advisory Services LLC13,270$202K0.0%+6.5%0.000%
2/13/2026Stifel Financial Corp200,639$3.06M0.0%-36.1%0.000%
2/13/2026 Golden State Wealth Management LLC2,226$34K0.0%-45.7%0.000%
2/13/2026Wells Fargo & Company MN268,441$4.09M0.0%+41.3%0.000%
2/12/2026 Commonwealth Equity Services LLC18,565$283K0.0%+11.5%0.000%
2/12/2026Sit Investment Associates Inc.3,469,728$52.91M1.0%+2.0%0.000%
2/11/2026 Janney Montgomery Scott LLC236,256$3.60M0.0%+1.1%0.000%
2/11/2026LPL Financial LLC234,499$3.58M0.0%+7.6%0.000%
2/10/2026 Intellectus Partners LLC290,261$4.43M0.9%+2.0%0.000%
2/6/2026 Ignite Planners LLC121,539$1.84M0.3%+13.3%0.000%
2/6/2026Aviance Capital Partners LLC89,549$1.37M0.2%-0.7%0.000%
2/5/2026Catawba River Capital257,639$3.93M1.7%+4.2%0.000%
1/29/2026Comerica Bank3,750$57K0.0%-82.0%0.000%
1/29/2026Ashton Thomas Private Wealth LLC18,637$284K0.0%+4.6%0.000%
1/29/2026 UBS Group AG568,353$8.67M0.0%-1.1%0.000%
1/29/2026 Kercheville Advisors LLC12,607$191K0.1%-10.5%0.000%
1/27/2026Evergreen Capital Management LLC527,230$8.04M0.2%+3.0%0.000%
1/27/2026 Journey Advisory Group LLC171,430$2.61M0.2%+2.0%0.000%
1/27/2026 Berger Financial Group Inc107,945$1.65M0.1%+2.3%0.000%
1/23/2026 U.S. Capital Wealth Advisors LLC65,774$1.00M0.0%+11.9%0.000%
1/23/2026 Twelve Points Wealth Management LLC345,569$5.28M1.2%-12.9%0.000%
1/20/2026 Stratos Wealth Advisors LLC259,367$3.96M0.2%+3.1%0.000%
1/12/2026 ARS Wealth Advisors Group LLC14,000$214K0.0%-5.2%0.000%
1/8/2026 Gridiron Partners LLC43,917$670K0.4%-98.0%0.000%
12/1/2025Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/17/2025Strategic Wealth Partners Ltd.88,316$1.38M0.1%+1.1%0.000%
11/17/2025Bank of America Corp DE439,401$6.85M0.0%+86.3%0.000%
11/17/2025Ameriprise Financial Inc.294,470$4.59M0.0%+6.6%0.000%
11/14/2025Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/14/2025Raymond James Financial Inc.147,098$2.29M0.0%-1.2%0.000%
11/14/2025Comerica Bank20,777$324K0.0%-41.5%0.000%
11/13/2025Fort Sheridan Advisors LLC15,781$246K0.0%-13.6%0.000%
11/12/2025 Intellectus Partners LLC284,605$4.43M0.9%+1.2%0.000%
11/12/2025 Consolidated Portfolio Review Corp150,666$2.35M0.3%+73.2%0.000%
11/10/2025Verus Capital Partners LLC33,211$517K0.0%+3.8%0.000%
11/10/2025Catawba River Capital247,310$3.85M1.7%+6.0%0.000%
11/10/2025 Journey Advisory Group LLC168,034$2.62M0.2%-1.1%0.000%
11/6/2025 Stratos Wealth Advisors LLC251,623$3.92M0.2%+114.6%0.000%
11/5/2025 Envestnet Asset Management Inc.16,725$261K0.0%+16.6%0.000%
11/3/2025TD Waterhouse Canada Inc.5,487$85K0.0%-67.9%0.000%
10/31/2025 Blackhawk Capital Partners LLC10,450$163K0.1%N/A0.000%
10/29/2025Aviance Capital Partners LLC90,219$1.41M0.2%+1.3%0.000%
10/28/2025Evergreen Capital Management LLC511,911$7.98M0.2%+2.4%0.000%
10/24/2025World Equity Group Inc.11,100$173K0.0%+7.2%0.000%
10/22/2025Shaker Financial Services LLC28,537$445K0.2%+13.2%0.000%
10/22/2025 Twelve Points Wealth Management LLC396,595$6.18M1.5%-0.5%0.000%
10/14/2025 Gridiron Partners LLC2,231,257$348K0.0%+5,475.8%0.000%
10/14/2025 Matrix Trust Co47,777$744K0.1%-4.8%0.000%
10/14/2025 Berger Financial Group Inc105,468$1.64M0.1%N/A0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC58,774$916K0.0%+23.8%0.000%
10/8/2025 Ignite Planners LLC107,242$1.67M0.3%+1.6%0.000%
10/6/2025 ARS Wealth Advisors Group LLC14,767$230K0.0%-9.4%0.000%
9/4/2025Osaic Holdings Inc.21,867$336K0.0%-11.6%0.000%
8/29/2025 Total Investment Management Inc.4,198$65K0.0%N/A0.000%
8/16/2025Evergreen Capital Management LLC500,142$7.69M0.2%+8.1%0.000%
8/15/2025Balyasny Asset Management L.P.28,533$439K0.0%N/A0.000%
8/15/2025Bank of America Corp DE235,865$3.63M0.0%+8.9%0.000%
8/15/2025Ameriprise Financial Inc.276,175$4.25M0.0%-16.8%0.000%
8/14/2025Raymond James Financial Inc.148,939$2.29M0.0%-11.5%0.000%
8/13/2025Guggenheim Capital LLC216,658$3.33M0.0%-4.9%0.000%
8/13/2025Invesco Ltd.133,465$2.05M0.0%-11.8%0.000%
8/13/2025Fort Sheridan Advisors LLC18,272$281K0.0%-25.3%0.000%
8/12/2025XTX Topco Ltd10,116$156K0.0%N/A0.000%
8/12/2025Horizon Kinetics Asset Management LLC26,820$412K0.0%-5.0%0.000%
8/5/2025 Intellectus Partners LLC281,283$4.33M0.9%+9.5%0.000%
8/5/2025Shaker Financial Services LLC25,219$388K0.1%-67.7%0.000%
8/5/2025Aviance Capital Partners LLC89,022$1.37M0.2%-1.1%0.000%
8/1/2025 Envestnet Asset Management Inc.14,338$221K0.0%N/A0.000%
7/30/2025 Journey Advisory Group LLC169,914$2.61M0.2%+0.4%0.000%
7/29/2025 International Assets Investment Management LLC140,546$2.16M0.1%+1.4%0.000%
7/29/2025Catawba River Capital233,390$3.59M1.8%N/A0.000%
7/29/2025 Stratos Wealth Advisors LLC117,227$1.80M0.1%+235.3%0.000%
7/23/2025 Ignite Planners LLC105,511$1.60M0.2%+25.2%0.000%
7/21/2025Ameritas Advisory Services LLC2,864$44K0.0%N/A0.000%
7/18/2025 Consolidated Portfolio Review Corp87,003$1.34M0.2%+27.3%0.000%
7/17/2025 Janney Montgomery Scott LLC273,200$4.20M0.0%+3.6%0.000%
7/16/2025 Twelve Points Wealth Management LLC398,592$6.13M1.6%+6.8%0.000%
7/15/2025LeConte Wealth Management LLC636,937$9.80M6.6%-32.1%0.000%
7/15/2025EWG Elevate Inc.11,530$177K0.1%+11.9%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC47,463$730K0.0%+1.8%0.000%
7/14/2025 Matrix Trust Co50,160$771K0.1%+6.5%0.000%


DBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBL shares?

During the previous two years, 78 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($52.91M), LeConte Wealth Management LLC ($9.80M), UBS Group AG ($8.67M), Evergreen Capital Management LLC ($8.04M), Bank of America Corp DE ($6.85M), Twelve Points Wealth Management LLC ($5.28M), and Royal Bank of Canada ($4.67M).Learn more on DoubleLine Opportunistic Credit Fund's institutional investors.

Which institutional investors have been buying DoubleLine Opportunistic Credit Fund's stock?

Of the 67 institutional investors that purchased DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.20M), Gridiron Partners LLC ($2.19M), LeConte Wealth Management LLC ($938.34K), Sit Investment Associates Inc. ($486.98K), Polar Asset Management Partners Inc. ($332.92K), Raymond James Financial Inc. ($273.92K), and Stratos Wealth Advisors LLC ($259.37K).

How much institutional buying is happening at DoubleLine Opportunistic Credit Fund?

Institutional investors have bought a total of 5,586,325 shares in the last 24 months. This purchase volume represents approximately $86.60M in transactions.

Which of DoubleLine Opportunistic Credit Fund's major shareholders have been selling company stock?

Of the 23 institutional investors that sold DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gridiron Partners LLC ($2.19M), LeConte Wealth Management LLC ($301.41K), Stifel Financial Corp ($113.49K), Shaker Financial Services LLC ($85.36K), Ameriprise Financial Inc. ($55.62K), Twelve Points Wealth Management LLC ($53.02K), and Comerica Bank ($31.78K).

How much institutional selling is happening at DoubleLine Opportunistic Credit Fund?

Institutional investors have sold a total of 2,970,394 shares in the last 24 months. This volume of shares sold represents approximately $45.42M in transactions.


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This page (NYSE:DBL) was last updated on 5/6/2026 by MarketBeat.com Staff.
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